Knowledge Center


Proven Wealth Management Solutions.

Are you beginning your journey towards wealth management? Are you interested in learning more about best practice wealth management techniques? Do you want to protect your assets and provide a legacy for your loved ones? We invite you to enter the Pinnacle Trust Knowledge Center to read blogs, watch financial advisory videos, and gain further insights into our proven wealth management solutions.

Nine Rules For Successful Investing

When managing investment portfolios, we adhere to these nine rules from Ned Davis Research:

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Trend Following and Stock Investing

At Pinnacle Trust, our first rule of investing is, "The trend is your friend."  A market "trend" is the tendency of stock market prices to move in a particular direction over time.  As an investment style, trend following has existed for a very long time. Some 200 years ago, David Reicardo, a classical economist, was quoted as saying "cut short your losses" and "let your profits run" - trend following basics.  A century later, Jesse Livermore, a famous Wall Street trader, said that "big money was not in the individual fluctuations but in… sizing up the entire market and its trend." 

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